Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65T
AUM Growth
+$117B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,485
New
Increased
Reduced
Closed

Top Buys

1
+$2.52B
2
+$2.47B
3
+$1.58B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.3B
5
SNPS icon
Synopsys
SNPS
+$1.28B

Top Sells

1
+$3.15B
2
+$3.05B
3
+$1.19B
4
ORCL icon
Oracle
ORCL
+$1.15B
5
AAPL icon
Apple
AAPL
+$1.04B

Sector Composition

1 Technology 23.24%
2 Financials 10.96%
3 Consumer Discretionary 8.39%
4 Communication Services 7.48%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VACH
7226
Voyager Acquisition Corp
VACH
$334M
$766 ﹤0.01%
73
-47
TWG
7227
Top Wealth Group Holding Ltd
TWG
$6.48M
$763 ﹤0.01%
111
-1
BACQ
7228
Inflection Point Acquisition Corp IV
BACQ
$366M
$759 ﹤0.01%
73
-70
PEB.PRF icon
7229
Pebblebrook Hotel Trust 6.3% Series F Preferred Shares
PEB.PRF
$117M
$750 ﹤0.01%
37
-76
BRID icon
7230
Bridgford Foods
BRID
$73.4M
$745 ﹤0.01%
+95
VICE icon
7231
AdvisorShares Vice ETF
VICE
$7.06M
$743 ﹤0.01%
20
-700
DFLI icon
7232
Dragonfly Energy
DFLI
$95.8M
$742 ﹤0.01%
1,247
-336
DSX.WS icon
7233
Diana Shipping Inc Warrants exp 2026
DSX.WS
$1.93M
$737 ﹤0.01%
7,556
-434
PMTR
7234
Perimeter Acquisition Corp I
PMTR
$316M
$722 ﹤0.01%
71
+15
BEAG
7235
Bold Eagle Acquisition Corp
BEAG
$332M
$718 ﹤0.01%
69
-73
TVA
7236
Texas Ventures Acquisition III Corp
TVA
$317M
$718 ﹤0.01%
67
+15
KORE icon
7237
KORE Group Holdings
KORE
$78.9M
$716 ﹤0.01%
296
XRPN
7238
Armada Acquisition Corp II
XRPN
$322M
$710 ﹤0.01%
68
+15
VCIC
7239
Vine Hill Capital Investment Corp
VCIC
$312M
$707 ﹤0.01%
66
+15
IPCX
7240
Inflection Point Acquisition Corp III
IPCX
$350M
$705 ﹤0.01%
70
+11
CRAQ
7241
Cal Redwood Acquisition Corp
CRAQ
$318M
$700 ﹤0.01%
70
+15
EWV icon
7242
ProShares Trust UltraShort MSCI Japan
EWV
$3.81M
$697 ﹤0.01%
25
-2
FDEV icon
7243
Fidelity International Multifactor ETF
FDEV
$221M
$694 ﹤0.01%
20
RDI icon
7244
Reading International Class A
RDI
$26.4M
$692 ﹤0.01%
471
NHIC
7245
NewHold Investment Corp III
NHIC
$286M
$692 ﹤0.01%
68
+15
ORKT
7246
Orangekloud Technology Inc
ORKT
$6.6M
$691 ﹤0.01%
334
-17
NYC
7247
American Strategic Investment Co
NYC
$21.4M
$682 ﹤0.01%
68
+2
CHAC
7248
Crane Harbor Acquisition Corp
CHAC
$327M
$679 ﹤0.01%
67
+15
BRN icon
7249
Barnwell Industries
BRN
$10.9M
$656 ﹤0.01%
504
AIXI
7250
Xiao-I
AIXI
$7.8M
$653 ﹤0.01%
522
288 289
290
291 292